AS Wealth Management Advisory Board

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Case Design SpecialistBlair Schadler, CAPP™

Chief Operating Officer
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Roccy DeFrancesco, JD, CAPP™, CMP™

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Investment PrincipalJoe Maas

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Business ConsultantJim Duggan, JD, MBA

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Pension SpecialistJohn Lalonde

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Certified Public AccountantSandy Stokes III ,CPA, MBA, MS-Tax, CWPP™

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Annuity SpecialistDaniel McDonald

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